Our Team
Meet Our Team
Lori is a California Licensed Professional Fiduciary. She is our founder and principal. Always with her nose to the grindstone, it would be difficult to find anyone more passionate about their work. With a solid college education and a drive to get things done, Lori takes matters seriously but has a warm and generous heart.
Heidi is a California licensed attorney, not practicing law. Her careful decision making and astute nature makes Heidi perfectly suited to serve as a Professional Fiduciary. Her above board qualifications are highly valued by her clients and fellow professionals. Heidi's ethics are evident in everything she does, as is her caring and kind personality.
Jenny combines a delightful disposition with an intelligent and highly professional demeanor. She possesses a wealth of knowledge and a well-rounded background. Jenny earned a degree in Business Management, and has even been a teacher. She's also a baker and an organizer. With her experience in the Estate Planning field she is positioned for success in this new chapter. Jenny is ready for any challenge. She'll go far!
We are thrilled to announce that we have found our next Professional Fiduciary Newbie! Laura is not yet licensed, but she is already learning the ropes by assisting us in multiple ways out in the field as she pursues her license. Laura has been a teacher, a small business owner, and a paralegal. She recently completed her PhD in Women's American Literature and Gender Studies. She is focused, caring, community minded, and highly organized, traits that she can't wait to employ as a Professional Fiduciary to support her community.
